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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CBH holding history

Virtus Convertible & Income 2024 Target Term Fund in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBH overviewAll 13F holders of CBHFull Q2 2026 holdings

Shares (Q4 2021)
0
Sold out in Q4 2021
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2021
Holdings of CBH by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20210$00.0%−12,375−100.0%Sold outHolders
Q3 202112,375$128.0K<0.1%+12,375NewHolders